MARKET RESEARCH
Sector-Wide Earnings Sweep to Comparative Google Doc
On demand, discovers and scrapes every recent earnings transcript across a named sector using Exa, normalizes guidance across all companies.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run with sector keyword and lookback
- ActionExa discovers recent sector earnings transcriptsExa
- ActionFirecrawl scrapes each discovered transcriptFirecrawl
- ActionOpenAI extracts and normalizes guidance across companiesOpenAI
- ActionOpenAI writes cross-company comparative briefOpenAI
- OutputCreate and share comparative Google DocGoogle Drive
What it does
Given a sector or theme, it uses Exa neural search to find the most recent earnings-call transcripts for every relevant public company, scrapes each one, and builds a normalized cross-company comparison of how guidance and tone are trending across the whole group — not just a hand-picked watchlist.
When to use it
When you're preparing a sector read-through, an investment thesis, or a board update and need a structured, comparable view of where an entire industry's outlook is heading after a wave of earnings calls.
How it works
- 1A manual run starts the sweep with a sector keyword and lookback window.
- 2Exa searches for and ranks recent earnings-transcript pages matching the sector.
- 3Firecrawl scrapes each discovered transcript into clean text.
- 4OpenAI extracts guidance and tone per company, then normalizes metrics into shared fields for apples-to-apples comparison.
- 5OpenAI writes a cross-company comparative brief with a leaderboard of outlook shifts.
- 6The brief is created as a formatted Google Doc and shared.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect Google DriveDocs, sheets, slides, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.